OMF Financial Consultant (Fort Beaufort)

OMF Financial Consultant in Fort Beaufort provides advice on a specific range of financial products to an allocated market and is accountable for achieving results through their own efforts. Responsibilities include customer service, handling inquiries, CRM data accuracy, clarifying customer needs via a multilevel sales script, developing relationships through calls or in-person engagement, resolving customer queries, maintaining compliance with standards and codes of conduct, supporting routine business development tasks, identifying sales opportunities, data extraction and entry into standard formats, and building a network to influence outcomes. Key skills include customer focus, accountability, trust, interpersonal savvy, effective communication, and the ability to manage complexity while delivering a great customer experience.